Senior Financial Planning Analyst
5 days ago
Everence is seeking an experienced Senior Financial Analyst to join our team. This is a full-time position, and we are offering a competitive salary of $85,000 - $110,000 per year, depending on experience.
Job Responsibilities- Reporting:
- Prepare, analyze, and present reports on asset-liability management, liquidity risk, stress-testing, and modeling.
- Monitor and report on key performance indicators (KPIs), providing management insights.
- Budgeting and Forecasting:
- Assist in annual budgeting and periodic re-forecasts to evaluate budget assumptions and scenarios.
- Develop and maintain financial models to predict future financial performance.
- Data Analysis:
- Conduct in-depth financial analysis, identifying trends, variances, and areas for improvement.
- Utilize data analytics tools to create actionable insights for management.
- Risk Management:
- Assist in identifying and analyzing financial and operational risks.
- Support the development of risk mitigation strategies.
- Responsible for Asset Liability Committee (ALCO) specific analysis
- Strategic Planning:
- Contribute to the long-term strategic planning process by analyzing market trends and financial forecasts.
- Provide recommendations for optimizing financial performance and achieving strategic goals.
- Collaboration:
- Work closely with accounting, operations, and other departments to ensure alignment on financial objectives and compliance with regulations.
- Provide guidance and mentorship to junior analysts within the department.
- Regulatory Compliance:
- Ensure compliance with credit union policies, procedures, and applicable regulations.
- Stay updated on industry regulations and financial analysis and reporting trends.
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